Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 · EIN 13-2638166 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $11,189 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,040 | $80,138-46.3% | $130,231-67.0% | $71,495-39.8% |
| Participation rate | 47.8% | 71.0%-23.2pp | 76.3%-28.5pp | 67.9%-20.1pp |
| Annual return | 0.00% | 16.81%-16.8pp | 38.77%-38.8pp | 28.85%-28.9pp |
| Employer contribution / active EE | $1,619 | $2,834-42.9% | $4,126-60.8% | $2,589-37.5% |
| Participant deferral / active EE | $3,318 | $4,641-28.5% | $6,799-51.2% | $4,291-22.7% |
| Admin fee / account holder | $191 | $1,035-81.5% | $6,020-96.8% | $1,588-88.0% |